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Walker & Dunlop

275 hedge funds and large institutions have $3.12B invested in Walker & Dunlop in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.87M

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 88

1% more funds holding

Funds holding: 271275 (+4)

1.19% less ownership

Funds ownership: 74.25%73.05% (-1.2%)

13% less capital invested

Capital invested by funds: $3.58B → $3.12B (-$455M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
275
Holders Change
+4
Holders Change %
+1.48%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
98
Reduced
88
Closed
30
Calls
$10.3M
Puts
$2.87M
Net Calls
+$7.46M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$611M -$2.18M -15,893 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$487M +$11.7M +85,505 +2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$254M +$6.31M +45,963 +2%
State Street
4
State Street
Massachusetts
$149M +$13.5M +98,546 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$140M -$4.55M -33,149 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$136M +$25.5M +186,072 +22%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$92.8M +$11.3M +82,031 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$66M +$2.33M +16,983 +3%
Goldman Sachs
9
Goldman Sachs
New York
$65.1M -$15.4M -111,995 -18%
Boston Partners
10
Boston Partners
Massachusetts
$60.6M -$285K -2,078 -0.4%
Northern Trust
11
Northern Trust
Illinois
$49.2M -$1.63M -11,879 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$44.2M -$2.12M -15,468 -4%
Victory Capital Management
13
Victory Capital Management
Texas
$44.1M -$16.4M -119,262 -26%
Charles Schwab
14
Charles Schwab
California
$36.2M +$1.07M +7,770 +3%
HCM
15
Harspring Capital Management
New York
$35.3M
Norges Bank
16
Norges Bank
Norway
$34M
MDSL
17
M.D. Sass LLC
New York
$31.9M +$2.84M +20,696 +9%
Brown Advisory
18
Brown Advisory
Maryland
$30.9M -$55.4K -404 -0.2%
CC
19
Conversant Capital
New Jersey
$28.2M +$549K +4,000 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$25.5M -$238K -1,732 -0.9%
FSCM
21
First Sabrepoint Capital Management
Texas
$23.3M -$2.74M -20,000 -10%
Morgan Stanley
22
Morgan Stanley
New York
$23M -$1.14M -8,302 -4%
N
23
Nuveen
North Carolina
$23M -$4.43M -32,287 -16%
EVM
24
Eaton Vance Management
Massachusetts
$17.7M -$3.71K -27 -0%
Ameriprise
25
Ameriprise
Minnesota
$16.9M -$538K -3,920 -3%

WD Hedge Fund Activity: Q1 2022 in Review

275 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2022, worth a combined $3.12B — down 13% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WD positions and 30 closed out — a net gain of 6 holders — while 98 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was Victory Capital Management, cutting an estimated $16.4M.

  • 275 institutional investors held Walker & Dunlop (WD) as of Q1 2022, up from 271 in Q4 2021.
  • Funds reported $3.12B of Walker & Dunlop stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Walker & Dunlop positions in Q1 2022 and 30 closed out, a net change of +6 holders.
  • The largest Walker & Dunlop buyer in Q1 2022 was Fidelity Investments, an estimated $25.5M added.
  • The largest Walker & Dunlop seller in Q1 2022 was Victory Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2022.